Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CHAPEL HILL RESIDENTIAL RETIREMENT CENTER, INC.
EIN 23-7271041hospital & health careLatest filing 2025
Plans
3
Retirement
2
$16.8M assets
Welfare
1
$394K premiums
Participants
999
750 WEAVER DAIRY ROAD - CHAPEL HILL, NC 27514919-918-3277chapelhillcommunity.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $16.8M assets / 772 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- ASCENSUS LLC100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $394K premiums / 481 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$238K
- Short-term disability$238K
- Long-term disability$238K
- Other$238K
- Dental$156K
Carrier market share
Premium dollars by Schedule A carrier
61%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA61%
- AMERITAS LIFE INSURANCE CORP.39%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE CAROL WOODS RETIREMENT PLAN
403b
Assets$9.0M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE CAROL WOODS PROFIT SHARING PLAN
ProfitSharing
Assets$7.8M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAROL WOODS BENEFIT PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$394K
Covered lives481
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE CAROL WOODS RETIREMENT PLAN | 403b | $9.0M | 461 | 2024 | |
| 002 | THE CAROL WOODS PROFIT SHARING PLAN | ProfitSharing | $7.8M | 311 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAROL WOODS BENEFIT PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $394K | 481 | 2025 |
Retirement plans
Welfare plans